by Robb Engen | Apr 6, 2019 | Around the Blogosphere
It’s frustrating to feel like you’re not making any progress with your finances. Maybe you haven’t got a raise for a while, or you’ve been slogging away at debt payments for months at a time, or a stock market dip took your investments right...
by Robb Engen | Apr 2, 2019 | Retirement
One of my very first financial planning clients was a single woman in her late 40s named Rachel who lived in Toronto and worked as a self-employed consultant to the not-for-profit sector. She made good money but lacked the confidence to manage her day-to-day finances...
by Robb Engen | Mar 30, 2019 | Around the Blogosphere
The reason I put so much emphasis on low investment fees is because it’s one of the few key areas that investors can control (the others being asset allocation, rebalancing, and savings rate). Yet most investors focus on the area they cannot control –...
by Robb Engen | Mar 29, 2019 | Investing
A client asked me to send step-by-step instructions on how to transfer your RRSP to Wealthsimple. He’s moving his $145,000 portfolio from Primerica over to the robo-advisor platform to save on fees. My client’s existing “Asset Builder Fund”...
by Robb Engen | Mar 23, 2019 | Around the Blogosphere
We’re getting ready for our 32-day trip to the Scotland and Ireland this summer and our family could not be more excited about the itinerary we have planned. One thing that does concern me about the trip is the low Canadian dollar. The loonie hit an 11-day low...
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